Banking
Sync your bank accounts with Pandle to automatically import your transactions. Then, simply categorise each transaction to effortlessly keep your accounts up to date.
Bank Feeds Pro
Automatically pull transactions from your bank account before quickly categorising them in Pandle.
PayPal Feeds Pro
Automatically pull transactions from your PayPal account before quickly categorising in Pandle.
Stripe Feeds
Automatically pull transactions from your Stripe account before quickly categorising in Pandle.
Bank Imports
Save time and reduce errors by importing your bank transactions into Pandle using our CSV templates.
Bank Rules
Create a bank rule to automatically categorise and assign tax codes to your imported transactions.
Invoicing
Improve the speed of your invoicing with our customisable templates, automated reminders and online payment portal. Managing your money more efficiently will mean you never miss a payment again.
Invoices
Pandleโs range of invoicing features includes: bulk invoice emailing, payment reminders, plus the ability to create recurring invoices and set credit limits.
Quotes
When youโre creating quotes you can easily mark them as accepted, declined or convert them into an invoice to save you from duplicating your work.
Pandle Pay
Enable your customers to pay you directly through a โPay Nowโ button on your invoices. Once done, the invoice is automatically marked as paid.
Payment Reminders
Automate the process of chasing up your unpaid invoices. Get paid quicker and improve your cash flow whilst reducing the time you spend chasing payments.
Customers
Managing your customers has never been easier; quickly import them, set credit limits, create customer groups and send out customer statements.
Suppliers
From intuitive invoice entry to setting payment terms and splitting invoices Pandle has all the tools you need to accurately manage your suppliers.
Accounting Tools
Pandle offers a range of additional accounting tools to make your bookkeeping as quick and easy as possible. Weโre continually working on creating new tools, so many more will be coming soon!
Items Pro
Manage your inventory, automatically track your stock levels and add product or service items to your invoices.
Projects Pro
Pandle Projects enables users to access financial reporting specifically for each project they undertake.
Receipt Uploads Pro
Snap photos of your receipts and assign them to transactions, helping you become a paperless business.
Recurring Transactions
Regularly invoice customers the same amount each month? Pandle will automate this process for you.
Notes
Stay organised by attaching notes to your transactions, bank accounts, customers, suppliers, categories and invoices.
Bulk Editing
Pandle is the only accounting software that lets you edit transactions in bulk. If you make any serious errors, correcting them is a breeze!
Multiple Currencies
Trade in other currencies? No problem. Pandle will handle the conversions for you, meaning no more exchange rate issues.
Transaction Locking
Quickly and easily lock transactions up to a chosen date to avoid entering transactions for a previous period.
Multi Company Management Pro
Switch between your various companies from one Pandle account, to improve the efficiency of your bookkeeping.
Reporting
With our range of reporting tools you will always know where your business stands financially. Allowing you to make more informed business decisions.
Reports
Pandleโs range of simple, easy to understand reports show you exactly where your business stands financially.
Cash Flow Forecasting Pro
Our cash flow forecasting report allows users to set future cash flow goals and view trends in your cash flow, leading to better, more informed business decisions.
Sales Tax
Pandle can run sales tax reports for your business, all you need to do is choose between an invoice or cash-based scheme.
Users
We understand that more than one person may need to access your bookkeeping. With Pandle you can easily add new users to your account.
Unlimited Users Pro
Does your accountant or bookkeeper need access to your bookkeeping? Add their email to your user list to give them instant simultaneous access.
User Permissions Pro
Select the functions your staff can access, meaning they only see the financial information relevant to their role.
Mobile App
Manage your customer and supplier invoicing, upload receipts, view financial reports and complete your banking on-the-go using the intuitive Pandle Mobile app.
Pandle Mobile
No you can complete your business bookkeeping on-the-go, wherever you are in the world.
Support
At Pandle we like to go above and beyond with our level of customer service. So no matter what support you need we endeavour to provide you with friendly and informative support.
Help Centre
Struggling with aspects of your bookkeeping? Our Help Centre includes tutorial guides, videos and a handy FAQ section so you can easily find the answer you need.
Help Transferring
Confused about moving from another system? Our advisors will help with your opening balances and importing of your customers and suppliers.
Live Chat
We offer free live chat support within Pandle itself so you can quickly resolve any bookkeeping issues which you may encounter.
Data
Worried about what will happen to your data if you ever decide to leave? Well you shouldn’t be! You can access your data for up to six years if you ever leave Pandle.
Free Data Access for Six Years
Switching accounting software can be painful task, many providers will deny you access to your data after you leave, but not Pandle. If you ever decide to leave you will be able to access your data for up to six years. Although, we doubt you will ever want to leave once youโve given Pandle a try!
Security
All communication with our servers is done via a secure HTTP connection (128-bit SSL), the same technology used by your bank to encrypt communications with their website.
Secure Encrypted Data
All communication with our servers is done via a secure HTTP connection (128-bit SSL), the same technology used by your bank to encrypt communications with their website โ so you can be safe in the knowledge your data is secure.
Bank Feeds
We use the biggest third-party banking data provider on this planet, which means your details are as secure as possible. We donโt store or hold any details such as bank account numbers or login details on our own servers, so thereโs minimal likelihood of a security breach.
Daily Backups
Automated and encrypted backups of all data stored on our servers occur regularly. These backups are then sent to secure servers using Google Cloud, so you donโt have to worry about losing all your hard work.
Application
Our application maintains extremely detailed audit logs of who has accessed our systems and servers, which we proactively monitor to identify and stop any would-be intruder.
Development
Pandle is developed by a government-endorsed, Cyber Essentials accredited company with strict controls and measures for how information security is handled by our development team.
2020
2019
2018
9th November 2018
Receipt Uploads in Pandle Mobile
16th August 2018
Overpayments
6th August 2018
Message Centre
20th July 2018
Reduced rate VAT code
1st July 2018
Direct costs
14th June 2018
Pension contributions
15th May 2018
General ledger report
19th February 2018
Pandle Notes
4th January 2018
PIN Login
2017
28th November 2017
Dashboard analytics (Partners)
17th November 2017
PDF exports
26th October 2017
New customers & quotations
21st October 2017
Email statuses
21st September 2017
VAT return submissions
8th June 2017
Speed update
1st June 2017
Copying invoices
12th April 2017
Bank feed notifications
14th March 2017
Dividend availability and vouchers
26th February 2017
Customer statements
31st January 2017
Bank feeds refresh function
23rd January 2017
Recurring adjustments
2016
21st July 2016
Re-designed user interface
9th June 2016
Companies house validations
22nd May 2016
VAT return exports
21st February 2016
EU VAT invoicing
14th February 2016
Receivable and payables reports
1st February 2016
Director’s loan accounts
18th January 2016
Categories menu added
2015
10th December 2015
User settings
2nd December 2015
Multiple users
25th November 2015
Currency conversions
28th September 2015
Bank imports
1st July 2015